Tobias Financial Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Tobias Financial Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$31.12 - $32.54 $381,251 - $398,647	12,251 Added 2.59%	486,174 $15.7 Million
Q4 2023 Feb 14, 2024	SELL	$28.34 - $31.4 $267,387 - $296,259	-9,435 Reduced 1.95%	473,923 $14.8 Million
Q3 2023 Nov 03, 2023	BUY	$29.99 - $31.22 $806,431 - $839,505	26,890 Added 5.89%	483,358 $14.6 Million
Q2 2023 Aug 03, 2023	BUY	$29.33 - $31.46 $652,152 - $699,513	22,235 Added 5.12%	456,468 $14.1 Million
Q1 2023 Apr 24, 2023	BUY	$29.86 - $33.81 $13 Million - $14.7 Million	434,233 New	434,233 $13.6 Million
Q1 2020 May 13, 2020	SELL	$25.12 - $38.29 $42,754 - $65,169	-1,702 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$36.77 - $37.68 $62,582 - $64,131	1,702 New	1,702 $63,000

1,100

188M

167K

797K

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